Settings and activity
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69 votes
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Adrian Bennetton
supported this idea
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77 votes
Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
An error occurred while saving the comment Adrian Bennetton
commented
My company has been using Invoices and Bills facility in Xero since 2014. There is no facility to apply discounts to bill line items as there is no discount column available via the GUI. Also the Xero user can’t toggle this discount field via [Show/hide field] button as in Invoicing.
Now consider one of our examples. We have partner contacts who can be either a supplier or a purchaser and in a given Qtr depending whether the sum of all sales by both partner contact and ourselves in that Qtr are net to ourselves or net to partner contact. This is through a revenue sharing agreement with a partner contact. Mostly it’s 75% for us and 25% for partner contact. However, sometimes it can be 87.5% for us and 12.5% for the partner contact.
In the example, I've uploaded is a Xero Bill (some sensitive info has been blocked out) from the partner contact because the sum of all the sales to the third parties over the Qtr made by us and the partner contact results in us owing the partner contact money so they would invoice us in that Qtr.
Each line is a sale to a third party. For bills, if positive, then it is us that has made the sale to the third party. If it is negative, then it is the partner contact that made the sale to third party. You can see that we have managed to get discounts on each line item to represent the revenue share. The way we achieve this is first create a purchase order where there is a line-item discount column. Then convert this to a bill. Also, you can’t then edit the bill with a different % discount. Not ideal if you don’t need to create a PO but easier than calculating or adding separate discount lines or adding a credit note as workarounds.
Adrian Bennetton
supported this idea
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514 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
An error occurred while saving the comment Adrian Bennetton
commented
I agree with what others are saying. This not just nice to have but absolutely essential. For my company it is important to be able to add custom fields particularly in invoicing. I'm surprised that after so long this hasn't been added to Xero. Whilst I accept it probably not the easiest feature to add but that's not a reason to shy away from implementing.
Just look at how many votes this has feature request has received. In the old voting system it was the top requested feature. Request originally submitted in 2012. When I last looked 18 Mar 2021 it had 1542 votes in the old system. Whilst in the new voting system it is not the top one that probably because those of us that previously voted in the old system didn't realise that there was a new voting system. I've only realised myself recently. Pity the old votes weren't carried across.
From one of the early comments (Rach 28 Aug 2023) it was mentioned that Xero support had said that Invoicing is part of Xero's old code and as such pointless wasting time adding features to obsolete code. I don't disagree. However, it would be good if Xero can give their customers an estimate when this major refactoring of the Invoice module will happen and of course I'm sure Xero will listen to its customers here and include Custom Fields in the new invoice module.
Adrian Bennetton
supported this idea
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18 votes
An error occurred while saving the comment Adrian Bennetton
commented
I agree with the other comments this is very limiting and I can't see why there should be such a limit or at least the limit should be much higher. We have the Premium subscription level of Xero as we need to invoice in various currencies typically GBP, USD and EUR to various customers around the world. As such, we need to handle Withholding Tax in different countries so at different rates. Other than VAT (we are UK company) other taxes are not handled within Xero. I can understand that might be difficult. So, we workaround this foreign Withholding Tax issue by having different Custom DOCX branding themes. Therefore, we regularly need to replace an existing DOCX file to get around this 15 DOCX limitation. Inefficient and time consuming for us. Its not as if these DOCX files take up a lot of disk space. Mine average about 150Kbyte each. This should be an easy one (low hanging fruit as we call it in my software company) for Xero Developers to fix unless the software wasn't structured well in the first place making it very difficult to make this change.
Adrian Bennetton
supported this idea
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I vote for this. We have Wise digital cards for our employees to use on business when abroad. Each use of the card results in a Wise bank transaction. Each day these Wise transactions come into Xero via Bank Feed. During a business trip one employee might have ten or more Wise bank transactions. The employee enters each use of the Wise digital card as a separate line in draft bill. The single bill with all use of the digital is approved. However to reconcile the bill involve Find and Match then split for each payment which takes a long time. It would be nice to have a facility to select multiple bank tractions against a single bill to reconcile.
This would save us a lot of time during the bank reconciliation process.